Andrew Peter George Memorial Charitable Trust

Private foundation · Grantmaker MC Lean, VA EIN: 46-2759153

Andrew Peter George Memorial Charitable Trust is a private foundation, based in MC Lean, VA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 6 grants totaling $4K.

Key facts about Andrew Peter George Memorial Charitable Trust

In short: Andrew Peter George Memorial Charitable Trust gave $4K across 6 grants in 2025 (avg $677.5), mostly in Maryland. Source: 2025 IRS Form 990-PF.

EIN
46-2759153
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$4,065
Grants made (2025)
6
Average grant
$678
Median grant
$375
Total assets
$1,031,485
Primary geography
Maryland (68% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.0M

-5.4% YoY

Annual Giving

$4K

+44.4% YoY

Grant Count

6

-14.3% YoY

Avg Grant Size

$677.5

+68.5% YoY

Under IRS private-foundation payout rules, Andrew Peter George Memorial Charitable Trust reported a distributable amount of $215 for 2025 — the minimum it must pay out in qualifying distributions.

How Andrew Peter George Memorial Charitable Trust gives

  • Giving fell 62% from 2022 to 2025. Method
  • In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Share of all 6 itemized 2025 grant dollars.

Cities

WashingtonArlingtonHuntlyNorth BethesdaBethesdaHoustonMcLeanFlint HillPasadenaAtlanta

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K10 grants202010 grants202112 grants20223 grants20237 grants20246 grants2025

From 2020 to 2025, annual grant giving ranged from $504 (2023) to $25K (2020). In 2025 it made 6 grants totaling $4K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Georgetown Preparatory School: $3KGeorgetown Preparatory School$3KSt Anselms Abbey School: $500St Anselms Abbey School$500Wakefield Country Day School: $500Wakefield Country Day School$500Stone Ridge School of the Sacred Heart: $250Stone Ridge School of theSacred Heart$250St Jude Children Hospital: $240St Jude Children Hospital$240Weta: $75Weta$75

The largest 2025 recipient was Georgetown Preparatory School ($3K). Together the top 6 received $4K.

Grant Size Distribution

38 grants across all recorded years

38<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 38 grants of 38 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Georgetown Preparatory School North Bethesda, MDEducation: art and music$2,500
St Anselms Abbey School Washington, DCEducation: arts and music$500
Wakefield Country Day School Huntly, VAEducation: art$500
Stone Ridge School of the Sacred Heart Bethesda, MDEducation: art and music$250
St Jude Children Hospital Arlington, VAeducational activities for patients$240
Weta Arlington, VAEducation: children programming$75

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
$0$100K$200K$300K202020212022202320242025
Metric202520242023
Total Assets$1,031,485$1,090,458$1,169,324
Revenue$10,653$4,182$10,801
Expenses$69,626$83,048$132,300
Qualifying Distributions$33,777$39,746$63,259
Net Investment Income———
Distributable Amount$215$769$928

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 21, 2022)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 21, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 16, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 15, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS November 12, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS July 1, 2026)
  7. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Andrew Peter George Memorial Charitable Trust is led by Joan M. Schmitz, Director President on every filing since 2020; all 2 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Joan M. Schmitz

    Director President

    On filings since 2020

    45 hrs/week

    $48K (2020) → $20K (2025)

  • John P. Schmitz

    Director Treasurer

    Director Co-Treasurer → Director Treasurer, 2024

    On filings since 2020

    15 hrs/week

    $48K (2020) → $20K (2025)

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Joan M Schmitz — Director President: $20KJoan M SchmitzDirector President$20KJohn P Schmitz — Director Treasurer: $20KJohn P SchmitzDirector Treasurer$20K

The highest reported compensation on the 2025 filing was $20K, to Joan M Schmitz (Director President). 2 officers or directors reported compensation on that filing.

Frequently asked questions about Andrew Peter George Memorial Charitable Trust

How much does Andrew Peter George Memorial Charitable Trust give each year?

Andrew Peter George Memorial Charitable Trust gave $4K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $3K across 7 grants.

What is Andrew Peter George Memorial Charitable Trust's typical grant size?

Andrew Peter George Memorial Charitable Trust's median grant in 2025 was $375, and its average grant was $678, across 6 grants on its 2025 IRS Form 990-PF.

Where does Andrew Peter George Memorial Charitable Trust give grants?

Andrew Peter George Memorial Charitable Trust gives mostly in Maryland: 68% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Virginia (20%) and District of Columbia (12%). The most frequent recipient cities were Arlington, VA (2 grants).

Does Andrew Peter George Memorial Charitable Trust give general operating support?

Not in 2025: none of the 6 grants with a stated purpose on Andrew Peter George Memorial Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support.

Who are Andrew Peter George Memorial Charitable Trust's largest grantees?

Andrew Peter George Memorial Charitable Trust's largest 2025 grantees include Georgetown Preparatory School ($2,500), St Anselms Abbey School ($500) and Wakefield Country Day School ($500), according to its 2025 IRS Form 990-PF. Together they received 86% of its itemized 2025 grant dollars.

How large is Andrew Peter George Memorial Charitable Trust?

Andrew Peter George Memorial Charitable Trust reported $1.0M in total assets on its 2025 IRS Form 990-PF. It paid out $34K in qualifying distributions that year, against a required minimum of $215 (roughly 5% of its investment assets).

What is Andrew Peter George Memorial Charitable Trust's EIN?

Andrew Peter George Memorial Charitable Trust's EIN (Employer Identification Number) is 46-2759153. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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